MLM
AZPN

Mount Lucas Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Mount Lucas Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,881
Closed -$159K – 161
2017
Q2 		$159K Buy
+2,881
New +$159K 0.03% 118

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WRF
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Kayne Anderson Rudnick Investment Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Lucas Management's AZPN Position: Q3 2017 in Review

Mount Lucas Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2017, closing a stake of 2,881 shares — an estimated $159K sold.

Mount Lucas Management first reported a position in AZPN in Q2 2017 and held it in 1 quarter. The position peaked at $159K in Q2 2017. 259 funds tracked by Wall St. Rank hold AZPN as of Q3 2017.

  • Mount Lucas Management reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2017 after selling out during the quarter.
  • Mount Lucas Management sold 2,881 ASPEN TECHNOLOGY INC shares in Q3 2017, an estimated $159K.
  • Mount Lucas Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2017 and held it in 1 quarter.
  • Mount Lucas Management's ASPEN TECHNOLOGY INC position peaked at $159K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2017.

Based on Mount Lucas Management's 13F filing for Q3 2017, filed 14 Nov 2017.